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licy environment, energy and the like. so the world's a risky place and this is a time of heightened uncertainty. now we talk to clients, we do surveys and our own analysts and they say the material drag on demand looking forward already this year. we think that's why we're a little bit below trend in overall demand growth. and the reality is, any way you slice it there will be some fiscal consolidation in the first half of next year. >> i think it is critical that you get business back on-board. one of the interesting things has been the consumer seems to be holding in there the retail sales numbers have been a lit better, consumer sentiment numbers have been a little better. business equipment and spending numbers haven't. if you can get both those cylinders firing, you could start inching away at the unemployment rate. >> vince, is your baseline hypothesis that something gets done either right before the close of the year or right after the start of the year, no matter who wins, to sort of ameeliorat the situation? >> politicians always do something at the last minute. the problem
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